How big is James S. Shelby, D.D.S., P.S.'s plan?

James S. Shelby, D.D.S., P.S.'s plan reported $132K in assets and 1 participants for 2024.

Original filing (PDF)20251015124117NAL0006110064001

James S. Shelby, D.D.S., P.S.

Name: James S. Shelby, D.D.S., P.S. — James S. Shelby, Form 5500 (2024)
Creator: James S. Shelby, D.D.S., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James S. Shelby, D.D.S., P.S. 401(k) Profit Sharing Plan

401(k) retirement plan · James S. Shelby, D.D.S., P.S.'s James S. Shelby, D.D.S., P.S. 401(k) Profit Sharing Plan held $132K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

Plan identifiers

James S. Shelby, D.D.S., P.S.'s EIN is 91-1908778.

EIN 91-1908778

Plan number 001

Plan year 2024

ACK ID 20251015124117NAL0006110064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James S. Shelby, D.D.S., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James S. Shelby, D.D.S., P.S.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES S. SHELBY, D.D.S., P.S..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

JAMES S. SHELBY, D.D.S., P.S.

EIN

all filings

Address

3223 W. INDIAN TRAIL ROAD · SPOKANE, WA · 99208

Phone

(509) 326-5454

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator